Robertson Stephens Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Robertson Stephens Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$70.5M	Buy	712,093 +49,794	+8%	+$4.93M	1.74%	10
2026 Q1	$65.7M	Buy	662,299 +89,678	+16%	+$8.97M	1.84%	10
2025 Q4	$57.2M	Buy	572,621 +129,129	+29%	+$13M	1.49%	13
2025 Q3	$44.5M	Buy	443,492 +58,308	+15%	+$5.79M	1.34%	13
2025 Q2	$38.2M	Buy	385,184 +7,504	+2%	+$735K	1.22%	15
2025 Q1	$37.4M	Buy	377,680 +3,586	+1%	+$351K	1.28%	14
2024 Q4	$36.2M	Buy	374,094 +92,851	+33%	+$9.15M	1.28%	14
2024 Q3	$28.5M	Buy	281,243 +15,574	+6%	+$1.55M	1.03%	20
2024 Q2	$25.8M	Sell	265,669 -106,017	-29%	-$10.2M	1.3%	17
2024 Q1	$36.4M	Buy	371,686 +57,988	+18%	+$5.68M	1.93%	10
2023 Q4	$31.1M	Buy	313,698 +126,731	+68%	+$12.1M	1.89%	10
2023 Q3	$17.6M	Buy	186,967 +36,165	+24%	+$3.48M	1.19%	18
2023 Q2	$14.8M	Buy	150,802 +20,013	+15%	+$1.98M	1.05%	21
2023 Q1	$13M	Buy	130,789 +27,187	+26%	+$2.69M	1%	20
2022 Q4	$10M	Buy	103,602 +41,323	+66%	+$4M	0.98%	20
2022 Q3	$6M	Buy	62,279 +9,810	+19%	+$992K	0.63%	37
2022 Q2	$5.33M	Buy	52,469 +16,146	+44%	+$1.66M	0.5%	41
2022 Q1	$3.89M	Buy	36,323 +4,501	+14%	+$495K	0.33%	65
2021 Q4	$3.63M	Buy	31,822 +18,353	+136%	+$2.1M	0.31%	75
2021 Q3	$1.55M	Sell	13,469 -1,646	-11%	-$191K	0.17%	83
2021 Q2	$1.74M	Sell	15,115 -12,375	-45%	-$1.42M	0.21%	78
2021 Q1	$3.13M	Sell	27,490 -14,691	-35%	-$1.7M	0.5%	42
2020 Q4	$4.99M	Sell	42,181 -3,584	-8%	-$422K	1.04%	22
2020 Q3	$5.4M	Sell	45,765 -1,178	-3%	-$140K	1.33%	17
2020 Q2	$5.55M	Buy	46,943 +39,718	+550%	+$4.65M	1.6%	16
2020 Q1	$834K	Buy	7,225 +2,052	+40%	+$234K	0.28%	75
2019 Q4	$581K	Buy	5,173 +845	+20%	+$95.2K	0.29%	55
2019 Q3	$490K	Buy	4,328 +1,556	+56%	+$175K	0.25%	73
2019 Q2	$309K	Buy	+2,772	New	+$303K	0.3%	55

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Robertson Stephens Wealth Management's AGG Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.5% in Q2 2026, buying an estimated $4.93M and bringing the position to 712,093 shares worth $70.5M. The position accounts for 1.74% of the portfolio, ranked #10.

Robertson Stephens Wealth Management first reported a position in AGG in Q2 2019 and has held it in 29 quarters since. 1,012 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Robertson Stephens Wealth Management held 712,093 shares of iShares Core US Aggregate Bond ETF worth $70.5M as of Q2 2026.
Robertson Stephens Wealth Management bought 49,794 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.93M.
iShares Core US Aggregate Bond ETF made up 1.74% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #10 holding.
Robertson Stephens Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
1,012 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.